Including a Trust as part of your estate plan is a smart decision. It allows you to avoid probate, maintain privacy, and distribute your assets to your loved ones while also providing them with a lifetime of asset protection, if …
What Form Should My Business Take?
When you start a small business, there are a lot of decisions you have to make, from what services to offer and where your business should be located to what color your logo should be and what font you’ll use. …
Hiring a Lawyer: Hourly Billing vs. Flat Fees
Trying to find the right lawyer to help with legal matters, especially if you are under the gun in a crisis situation, but even if you aren’t, can often feel like navigating uncharted waters. You want to find an attorney …
Protecting Your LGBTQIA+ Family: A Pride Month Guide to Estate Planning for Non-Biological Parents
As an LGBTQIA+ non-biological parent, June’s arrival sparks a flurry of Pride celebrations reminding you of the remarkable progress the community has made, while also shining a light on the ongoing fight for full equality. One area where you may …
Protecting Your Family’s Safety Net: How to Set Up Your Life Insurance Policy The Right Way
A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your life to the fullest while protecting your loved ones’ future when you can no longer be there. It might seem like life insurance is …
2 Conversations About Money and Death You Need to Have With Your Parents Right Now
If you’ve given any thought to estate planning, you probably associate it with preparing for death. But did you know that there are critical reasons (and significant benefits) for planning while you’re still well and alive? That’s why I refer …
Estate Planning: A Gift of Peace and Power for Every Mother
Moms spend their days and nights thinking about how to make sure their children are happy, healthy, and safe. If you’re a mom, you know. If you aren’t a mom, you were born because of a mom. It’s one of …
THE FEDERAL GOVERNMENT’S BUSY WEEK
The United States government has been busy this week with some major changes that affect both business owners and employees in some big ways. New Overtime Rule In 1938, in the midst of the Great Depression, Congress passed the Fair …
THE THREE DOCUMENTS YOUR PARENTS NEED RIGHT NOW
General Power of Attorney (POA) A General Power of Attorney (or POA) grants a person you name (often a family member or trusted friend) the authority to manage your financial affairs if you become unable to do so yourself. From …
PARENTS, STEP-PARENTS AND CHILDREN, OH MY! BLENDED FAMILIES + DEATH = A POTENTIAL NIGHTMARE
PARENTS, STEP-PARENTS AND CHILDREN, OH MY! BLENDED FAMILIES + DEATH = A POTENTIAL NIGHTMARE Anyone who’s seen an episode of “Modern Family” knows that families these days come in many different shapes and sizes. Long gone are the days when …